Lincoln Financial Advisors | Financial Advisor in Berwyn ,PA

850 Cassett Rd
100 Berwyn Park Suite 200
Berwyn, PA 19312
Phone: (610) 505-0638

About

Lincoln Financial Advisors - an independent broker-dealer with a
national network of financial professionals - provides
integrated, personalized solutions and fee-based financial
planning to help business owners, professionals, executives and
retirees develop complex estate, business succession, retirement
and investment plans. Lincoln Financial Advisors, a
broker/dealer (Member SIPC) and a registered investment advisor,
is an affiliate of Lincoln Financial Group, the marketing name
for Lincoln National Corporation (NYSE: LNC) and its affiliates.
Lincoln Financial Group has a proud history of helping empower
Americans to take charge of their financial
lives with confidence and optimism.

14 Years of Experience



General Information
Firm Start Year:   2013
No.of Employees:   1
Name of Broker/Dealer:   National Financial Services LLC (NFS)
States Licensed in:   Pa
Number of Years with Current Firm:   1


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Disability , Life , Long Term Care , Variable Annuity , Variable Life



FAQs

Ty McGilberry

Ty McGilberry

Biography


Ty was born in Philadelphia, grew up in Yeadon, and has lived in the greater Philadelphia area the majority of his life. He graduated from Monsignor Bonner High School in Drexel Hill, PA. After high school he received both his bachelor's and master's degrees from Pennsylvania State University in Business Administration.

After receiving his bachelor's degree from Penn State, Ty worked at the mutual fund giant Vanguard for over 10 years. During his time at Vanguard, he served and educated the individual investor, retirement plan, and financial advisor markets. In his various roles, Ty focused on teaching investors how portfolio costs and fees can erode being able to reach investment goals.

After leaving Vanguard, Ty joined the firm of Wechsler Marsico Simpson as a financial advisor. There he built on his foundation of investment knowledge from Vanguard by adding in the comprehensive financial planning process used at the firm.

In 2017, Ty joined Lincoln Financial as a Financial Planner. With Lincoln Financial, Ty joined one of the nation's largest independent advisor networks. Bring additional resources to his clients.

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